form builder option lists

What's covered:

• How do I edit an Option List via the List View?
  • Add a New Option
  • Copy an Option
  • Cut and Paste an Option
  • Edit the Sort Order
  • Edit the Label
  • Edit the Key Value

Also, check out:

• List View: How do I create an Option List? 

How do I edit my Option List?

To edit an Option List from the List View, follow the instructions below.

STEP 1. From inside the iFormBuilder admin portal, hover over the Forms tab and select Form Builder.

STEP 2. Click the Option Lists button.

STEP 3. Search for your Option List and load it.

The below steps will walk you through the various types of edits you can make to an Option List.

• Add a New Option

STEP 1. Click the + button where you would like to the new option. 

PLEASE NOTE: The option will be added below that option.

STEP 2. Enter the Label name and click the checkmark to confirm.

• Copy an Option

STEP 1. Click the Copy icon of the option you wish to copy. A copy will be made under the original option.

Change the Label and Key Value of the copied option as needed.

• Cut and Paste an Option

STEP 1. Click the Cut icon of the option you want to cut and paste.

STEP 2. Click the Paste icon and the option will be added under that option.

The option will be relocated.

PLEASE NOTE: For more detailed instructions on how to cut and paste options, click here.

• Edit the Sort Order 

Changing the Sort Order will change the order in which the options appear on the device. To edit the Sort Order, follow the instructions below.

STEP 1. Click inside the Sort Order field of the option you want to change.

STEP 2. Type in the new Sort Order and click the checkmark to confirm.

The order of the option will be updated.

• Edit the Label

To edit the Label of an option, follow the instructions below.

STEP 1. Click inside the Label field of the option you want to change.

STEP 2. Change your Label and click the checkmark to confirm.

You will now see the new Label.

• Edit the Key Value

To edit the Key Value of an option, follow the instructions below.

PLEASE NOTE: Changing the Key Value of an option will require that you view all historical data captured with this Option List in one of the Data Feeds (XLS, JSON, etc). It will show as blank in the Data Views.

STEP 1. Click inside the Key Value field of the option you want to change.

STEP 2. Change your Label and click the checkmark to confirm.

PLEASE NOTE: It is recommended that you don't use any special characters in your Key Value and use underscores in their place.

You will now see the new Key Value.